Institutional Ownership American Centy ETF Tr Avantis (AVLV)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVLV). We have compiled data on the 379 institutions that hold shares in the stock, with a total of 82.4 Million shares, which have been reported (via 13F filing form) to have a value of $5.72 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
201,785
shares
|
$14 Million
0.39% of portfolio
|
Q2 2025
Added 68.4%
|
|
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
Apr 30, 2025 Q1 2025 |
195,897
shares
|
$13.6 Million
9.61% of portfolio
|
Q1 2025
Added 2.87%
|
|
|
Websterrogers Financial Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
191,426
shares
|
$13.3 Million
4.23% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
May 15, 2025 Q1 2025 |
186,709
shares
|
$13 Million
0.4% of portfolio
|
Q1 2025
Added 2.45%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
186,302
shares
|
$12.9 Million
0.14% of portfolio
|
Q1 2025
Added 60.23%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
181,361
shares
|
$12.6 Million
0.16% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
179,983
shares
|
$12.5 Million
2.88% of portfolio
|
Q2 2025
Reduced 1.22%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Apr 30, 2025 Q1 2025 |
178,893
shares
|
$12.4 Million
3.44% of portfolio
|
Q1 2025
Added 8.29%
|
|
|
Nova R Wealth, Inc.
|
Jul 17, 2025 Q2 2025 |
177,298
shares
|
$12.3 Million
5.99% of portfolio
|
Q2 2025
Added 4.93%
|
|
|
Collective Family Office LLC
|
Jul 03, 2025 Q2 2025 |
175,944
shares
|
$12.2 Million
3.13% of portfolio
|
Q2 2025
Added 7.19%
|
|
|
Krilogy Financial LLC
|
Jul 09, 2025 Q2 2025 |
173,321
shares
|
$12 Million
0.75% of portfolio
|
Q2 2025
Reduced 1.71%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
173,215
shares
|
$12 Million
0.37% of portfolio
|
Q1 2025
Added 0.0%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
172,862
shares
|
$12 Million
1.0% of portfolio
|
Q4 2024
Added 9.36%
|
|
|
Mc Mill Wealth Management
Norfolk, NE |
May 09, 2025 Q1 2025 |
171,275
shares
|
$11.9 Million
4.03% of portfolio
|
Q1 2025
Added 16.68%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
169,265
shares
|
$11.8 Million
2.6% of portfolio
|
Q1 2025
Added 1.89%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
168,064
shares
|
$11.7 Million
0.91% of portfolio
|
Q2 2025
Added 2.43%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
164,818
shares
|
$11.4 Million
0.27% of portfolio
|
Q2 2025
Reduced 1.05%
|
|
|
Meritas Wealth Management, LLC
Larkspur, CA |
Jul 18, 2025 Q2 2025 |
158,384
shares
|
$11 Million
5.94% of portfolio
|
Q2 2025
Added 9.81%
|
|
|
Keener Financial Planning LLC
Keller, TX |
May 09, 2025 Q1 2025 |
157,594
shares
|
$10.9 Million
6.68% of portfolio
|
Q1 2025
Reduced 5.85%
|
|
|
Echo Wealth Management, LLC
|
Jul 21, 2025 Q2 2025 |
156,424
shares
|
$10.9 Million
7.39% of portfolio
|
Q2 2025
Added 3.27%
|
|
|
Boston Premier Wealth LLC
Hanover, MA |
Jul 15, 2025 Q2 2025 |
152,346
shares
|
$10.6 Million
5.76% of portfolio
|
Q2 2025
Added 2.25%
|
|
|
Pcg Wealth Advisors, LLC
|
May 05, 2025 Q1 2025 |
150,032
shares
|
$10.4 Million
3.61% of portfolio
|
Q1 2025
Reduced 1.88%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
May 01, 2025 Q1 2025 |
146,765
shares
|
$10.2 Million
5.74% of portfolio
|
Q1 2025
Added 4.87%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
May 15, 2025 Q1 2025 |
146,596
shares
|
$10.2 Million
0.79% of portfolio
|
Q1 2025
Added 2.9%
|
|
|
Sage Rhino Capital LLC
|
Jul 16, 2025 Q2 2025 |
140,787
shares
|
$9.78 Million
2.09% of portfolio
|
Q2 2025
Reduced 8.5%
|